Northwest Federal Credit Union-posted 8 months ago
Full-time • Entry Level
Herndon, VA
Credit Intermediation and Related Activities
This job is no longer available
There are still lots of open positions. Let's find the one that's right for you.
The Client Service Assistant provides direct support to the Wealth/Financial Advisor(s). The CSA's job is to help enhance the client experience by servicing the client's needs and providing administrative support to the Advisor in their daily business practices. Knowledge of firm policies, procedures and technology allows the CSA to interface with clients and prospects, anticipate their needs, resolve their problems, and follow through to provide exceptional service. The CSA should support the firm's initiatives and maintain risk awareness and regulatory knowledge.
